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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,250 | $115,814-72.2% | $101,275-68.2% | $158,982-79.7% |
| Participation rate | 54.5% | 79.4%-24.8pp | 75.8%-21.3pp | 82.0%-27.4pp |
| Annual return | 4.76% | 56.16%-51.4pp | 46.48%-41.7pp | 302.99%-298.2pp |
| Employer contribution / active EE | $1,065 | $4,176-74.5% | $3,660-70.9% | $4,763-77.6% |
| Participant deferral / active EE | $4,353 | $4,958-12.2% | $4,371-0.4% | $5,983-27.2% |
| Admin fee / account holder | $807 | $7,249-88.9% | $5,948-86.4% | $11,252-92.8% |